Broadcom (AVGO) and Intel (INTC) Hedge Fund Bets for 2026

In 2026, Broadcom (NASDAQ: AVGO) has gained just 3%, while Intel (NASDAQ: INTC) has increased by over 135%. Coatue Management recently increased its Broadcom stake by 6%, making it 4.5% of their holdings, and established a new Intel position at 3.5%. Broadcom's price-to-earnings (P/E) ratio stands at 60, whereas Intel doesn't have one due to recent unprofitability. Notably, Broadcom expects its AI semiconductor division to generate over $100 billion in revenue by 2027, which could signal future growth potential for investors.